In-House Loan Officer @ Success Mortgage Partners | Jobright.ai
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In-House Loan Officer jobs in United States
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Success Mortgage Partners ยท 4 hours ago

In-House Loan Officer

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Real Estate

Insider Connection @Success Mortgage Partners

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Actively engage with inbound and outbound leads via phone, email, and online platforms, qualifying borrowers based on their financial needs and goals.
Collect and accurately document borrower information, including income, employment details, and credit history. Run DU and calculate borrower income as part of application intake.
Review and analyze credit reports and financial documents to determine eligibility and loan options.
Maintain accurate tracking of the mortgage pipeline to ensure timely follow-ups and completion of loan processing.
Clearly explain available loan programs, interest rates, terms, and fees to help borrowers make informed decisions.
Recommend loan amounts, repayment schedules, and terms while adhering to underwriting guidelines and customer needs.
Ensure all required documents are completed and accurate before submitting files to underwriting.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Active mortgage licenseLoan origination experienceEncompass LOSOnline loan platformsCRM systemsSales background

Required

Active mortgage license (with a willingness to obtain multi-state licensing).
Minimum of one year of loan origination experience.
Proficiency with online loan platforms and CRM systems for managing leads and tracking progress.

Preferred

Familiarity with Encompass LOS is a plus.
A strong sales background with a proven ability to convert leads into applications.
A customer-service-oriented approach with a positive attitude.
Experience working collaboratively with team members and external partners.
Resourcefulness and self-motivation to take initiative and drive success.

Benefits

Health insurance
Retirement plans
Paid time off

Company

Success Mortgage Partners

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Success Mortgage Partners is a real estate company specializing in loan, mortgages, and construction services.

Funding

Current Stage
Late Stage

Leadership Team

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Owen Lee
Co-Owner / Corporate Counsel
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Company data provided by crunchbase
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